Financial advisors for estate planning in Indiana
Which financial advisor should I talk to about estate planning in Indiana?
For estate planning in Indiana, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Zach Gentry of Gentry Financial, Tyler Smith of BBK Wealth Management and David Dodd of The Other 90 Financial, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Zach Gentry Gentry Financial, Fishers Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
- Tyler Smith BBK Wealth Management, Fishers Holds the CFP. Fees on file: percentage of assets, hourly.
- David Dodd The Other 90 Financial, LLC, Mount Vernon Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Lance Ludwig Kingdom Financial, South Bend Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Jennifer Rupp Hendershott Wealth Management, Fishers Holds the CFP. Fees on file: ongoing planning fee.
- David Webb Curry Webb Wealth Management, Indianapolis Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Indiana work on estate planning?
The Wellspent public graph lists 72 fee-only advisors for estate planning in Indiana, at 34 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for estate planning in Indiana located?
Of the 72 fee-only advisors for estate planning in Indiana, 13 are in Indianapolis, followed by 10 in Fishers and 9 in Carmel.
Plus 23 in other cities.
How do fee-only advisors for estate planning in Indiana charge?
The most common fee among fee-only advisors for estate planning in Indiana is a percentage of assets, used by 85% of the 72 with fees on file. Many use more than one: 64% charge by the hour and 47% charge fixed fees.
How much do fee-only financial advisors charge in Indiana?
Fee-only financial advisors in Indiana charge a median of $3,500 a year for ongoing planning. We found this across the published prices of 14 Indiana firms.
What credentials should a financial advisor for estate planning have?
For estate planning, look for the CFP and CPA. In Indiana, 47% of the 72 advisors listed hold the CFP.
- CFP47% in Indiana
- The CFP includes estate planning and keeps it tied to the whole plan.
- CPA1% in Indiana
- CPAs help with estate and gift tax filings.
How do Indiana advisors for estate planning compare with the rest of the US?
64% of fee-only advisors for estate planning in Indiana charge by the hour, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Indiana. Light bars are all US advisors for estate planning.
Does Indiana have an estate or inheritance tax?
No. Indiana has no state estate or inheritance tax, so the federal rules are the main ones to plan around.
What should I ask a financial advisor about estate planning in Indiana?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- If I own property in another state, could its estate tax apply?
How current is this list of fee-only advisors for estate planning in Indiana?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 72 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Michael Reynolds | Elevation Financial | Westfield | AIF, CFP, CFT-I, Chartered SRI Counselor | Percentage of assets, Ongoing planning fee |
| Seth Shepherd "Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products like insurance. | Pillar Wealth | Franklin | CFP | Hourly, One-time planning fee |
| Tyler Smith | BBK Wealth Management | Fishers | CFP, M.Ed. | Percentage of assets, Hourly |
| Alex Perkins | Perkins Wealth Advantage, LLC. | Fishers | CFP | Percentage of assets, Fixed fees |
| David Dodd | The Other 90 Financial, LLC | Mount Vernon | CFP | Flat fee or retainer, Ongoing planning fee |
| Lance Ludwig | Kingdom Financial | South Bend | CFP, CKA | Percentage of assets, Ongoing planning fee |
| Ryan Veldhuizen | Catalyze Wealth Management | Carmel | CFP, MSFP | Percentage of assets |
| Steven Gilbert | Gilbert Wealth | Fort Wayne | CFP, RICP, APMA | Flat fee or retainer, Ongoing planning fee |
| Tim Woodward | Blend Wealth | Indianapolis | CFP, MBA | Ongoing planning fee |
| Drew Feutz | Migration Wealth Management, LLC | Avon | CFP | Ongoing planning fee |
| Kathleen Tranovich | Elser Financial Planning | Indianapolis | CFP, CPWA, RMA, ABFP | Percentage of assets, One-time planning fee |
| Jennifer Rupp | Hendershott Wealth Management | Fishers | CFP, MBA | Ongoing planning fee |
| Zach Gentry | Gentry Financial | Fishers | CFP, CKA, CPA | Percentage of assets, Fixed fees |
| Ryan Fisher | DentVest Wealth Management | Fort Wayne | CFP | Ongoing planning fee |
| David Hobbs | Hobbs Wealth Management | Zionsville | CFP | Percentage of assets, One-time planning fee |
| David Webb | Curry Webb Wealth Management | Indianapolis | CFP | Percentage of assets |
| Robert Curry | Curry Webb Wealth Management | Indianapolis | CFP | Percentage of assets |
| Ahmad Saltagi | Zaki Financial | Indianapolis | CFP | One-time planning fee, Hourly |
| Carol Lane | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Evan Lane | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Jerry King | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| John Lauer | Lauer Wealth Management | Valparaiso | CFP | Percentage of assets, Hourly |
| Wesley Kotys | Kotys Wealth Professionals | Valparaiso | CFP | Percentage of assets, Hourly |
| Emily Turner | TSN Wealth & Tax Management | Brownsburg | CFP | Percentage of assets, Hourly |
| James Pechin | McLaughlin Asset Management | Lafayette | CFP | Percentage of assets, Fixed fees |
| Joshua Salway | Full of Grace Financial | Roanoke | ChFC | Percentage of assets, Ongoing planning fee |
| Mark Hildebrand | Nearside Advisors | Indianapolis | CFP | Percentage of assets |
| Mark Olsen | TSN Wealth & Tax Management | Zionsville | CFP | Percentage of assets, Hourly |
| Matthew Snyder | TSN Wealth & Tax Management | Brownsburg | CFP | Percentage of assets, Hourly |
| Nicholas Catlin | CBG & Company | Fishers | CFP | Percentage of assets, Hourly |
| Thomas Kopelman We help high net income/ high worth business owners manage their entire financial life. | AllStreet Wealth | Carmel | Not listed | Flat fee or retainer, One-time planning fee |
| Timothy Dukeman | TSN Wealth & Tax Management | Brownsburg | CFP | Percentage of assets, Hourly |
| Daniel Lubs | Integrated Investment Strategies | Carmel | CFP | Percentage of assets, Hourly |
| Jeffrey Sturgis | Brightstone Advisors | Fishers | CFP | Percentage of assets, Hourly |
| Brady Johnson | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| David Stitt | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| David Tracey | Pathway Financial Advisers | Auburn | CFP | Percentage of assets, Hourly |
| Luke McQuade | Full of Grace Financial | Roanoke | Not listed | Percentage of assets, Ongoing planning fee |
| Ty Williams | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| Aaron Coates | Relevant Financial Advisors | Elkhart | CFP | Fixed fees |
| Ali Saltagi | Zaki Financial | Indianapolis | Not listed | One-time planning fee, Hourly |
| Blake Eiermann | The Financial Resource Center | Carmel | Not listed | Percentage of assets, Hourly |
| Cole Deardorff | Lauer Wealth Management | Valparaiso | Not listed | Percentage of assets, Hourly |
| Drew Vesling | Kotys Wealth Professionals | Valparaiso | Not listed | Percentage of assets, Hourly |
| Dustin Hunter | SunRift Capital Partners | Plainfield | Not listed | Percentage of assets, Hourly |
| Gene Hamstra | Lauer Wealth Management | Valparaiso | Not listed | Percentage of assets, Hourly |
| Grant Hamstra | Lauer Wealth Management | Valparaiso | Not listed | Percentage of assets, Hourly |
| John Lauer | Lauer Wealth Management | Valparaiso | Not listed | Percentage of assets, Hourly |
| Kathryn Lester | Vandalia Wealth | Indianapolis | Not listed | Percentage of assets, Hourly |
| Kerry Pennington | The Financial Resource Center | Carmel | Not listed | Percentage of assets, Hourly |
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